Difference between revisions of "Accounts/HowtoViewaListofTeams"
From Commence CRM-Help
(Created page with " First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams. Step-by-Step 1. Go to the Accounts module screen by clicking on ...") |
Technowrites (talk | contribs) |
||
| Line 1: | Line 1: | ||
| − | First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams. | + | [[File:image004.gif|left]]First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams. |
| − | |||
| − | + | ::::::'''''Step-by-Step''''' | |
| − | + | [[File:image092.jpg|left]] | |
| + | ::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | ||
| − | 3. When Teams opens, this will give you a listing of all teams that have been created and the ability to add/remove members as you wish. The Account Man-ager remains the primary record owner regardless of the team members. | + | ::::::::2. When the Accounts module opens, then click on Teams. |
| + | |||
| + | ::::::::3. When Teams opens, this will give you a listing of all teams that have been created and the ability to add/remove members as you wish. The Account Man-ager remains the primary record owner regardless of the team members. | ||
Revision as of 17:58, 14 September 2012
First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams.
- Step-by-Step
- 1. Go to the Accounts module screen by clicking on the “Accounts” module tab.
- 2. When the Accounts module opens, then click on Teams.
- 3. When Teams opens, this will give you a listing of all teams that have been created and the ability to add/remove members as you wish. The Account Man-ager remains the primary record owner regardless of the team members.